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Netsuite

 

Details

 

Netsuite is an ERP application for medium to large organizations. If your company is using Netsuite, and you would like to push your project information into Netsuite, please consider using this integration as it streamlines the process and eliminates double data entry. There is no additional cost for downloading and using this custom report. 

 

This report was built based on the requirements stated below:

 

Field

Description

D-Tools Quote #/Ext ID

D-Tools Project Number

Client Nbr/Ext ID

D-Tools Client Number

What it is

Project Custom Field 1

Oppty/Ext ID

Project Custom Field 2

Line Sequence Number

Blank

Item/Ext ID

Component ID

Quantity

Quantity

Amount

Extended Price

Item Rate

Unit Price

Description

Short Description of the item

This report can be modified to meet your current utilization of Product/Labor Custom Fields. Please note that development fees may apply for modification of this report.

Setup

 

Custom Report Import Instructions: (one-time setup)

  1. Contact us at api@d-toolshelp.com and request the custom report for Netsuite
  2. Please inform us if which Custom Fields you are using
  3. Click on Start -> Reports -> Manage Reports -> Import -> File -> Browse to the Netsuite Export.dtr file
  4. From the Manage Reports Window -> Export -> Server
  5. All users will then be able to download the report file from the server and use this report moving forward.

 

 

Exporting D-Tools SI Projects

 

The process for D-Tools users is the following

  1. The user selects a project and clicks on “Reports” Tab
  2. User select “Client.”
  3. The user runs the report (Netsuite Export) 
  4. The user saves the report as a CSV file
  5. User import the file.csv into Netsuite

 

If you have any additional questions, please send an email to api@d-toolshelp.com 

 

 

 

 

 

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